Since our founding in the early 80’s, Financial Planning Resources has been intentional about building a team of people who are dedicated to the core principles our company was founded on:
These values are all part of our team’s client-first approach and our commitment to always putting your needs first. We’re proud to say our dedication to these foundational principles has been the driving force behind FPR’s success, including an average client relationship of over 25 years.*
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
*Results are based on a collection of data from years 1981-2018.
Partner & Chairman
Partner & President
Vice President & Chief Compliance Officer
LPL Investment Advisor Representative